# Nelson Advisory Services, Inc.

> Nelson Advisory Services, Inc. is a state-registered investment advisory firm in Winter Park, FL, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated November 25, 2025.

- CRD: 337576
- Filed as: NELSON ADVISORY SERVICES, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Winter Park, FL
- Filing period: October 2026
- Form ADV filing dated: November 25, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/337576
- AdvisorCensus page: https://advisorcensus.com/firm/nelson-advisory-services-inc-winter-park-fl-337576

## Quick answers

**How is Nelson Advisory Services, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Nelson Advisory Services, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Nelson Advisory Services, Inc. located?**
Nelson Advisory Services, Inc.'s principal office is in Winter Park, FL, according to its Form ADV.

**Is Nelson Advisory Services, Inc. registered with the SEC or a state?**
Nelson Advisory Services, Inc. is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 337576.

**How much does Nelson Advisory Services, Inc. manage?**
Nelson Advisory Services, Inc. reports $0 in regulatory assets under management in its Form ADV filing dated November 25, 2025.

**Does Nelson Advisory Services, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/337576

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- nelsonfinancialplanning.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Nelson Advisory Services, Inc. (CRD 337576): Form ADV filing data as of October 2026.